Waypoint Wealth Advisors

A private wealth advisory practice of Ameriprise Financial Services, Inc.
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team
  • How we work

    We take the time to understand what’s important to you and deliver personalized advice.
    Learn more
  • Connect with us

    If you have financial questions or want to schedule a meeting or consultation, get in touch.
    Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Why “Waypoint”?

Per Merriam-Webster:

“\ ˈ wā- ˌ p ȯ int\: an intermediate point on a route or line of travel”

A Waypoint is a reference point along a route that helps us know where we are and where we’re going. Waypoints help us find our way. They help us know when to change course, and they help us measure our progress toward a destination. By doing so, they help us have peace of mind that we are on the correct route to our destination.

We believe our name Waypoint Wealth Advisors describes precisely what we do every day for our clients. We help you navigate life’s changes, challenges and opportunities as you make progress toward your financial goals, striving to provide you with peace of mind around your finances as you do so.

The Ameriprise difference

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Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)